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TFOUILLADE on July 06, 2022
Hello everyone, Let me post my problem here. I have built an automation on my pipeline. For example, I have an email on D+1, then a task on D+2 then an email on D+3 if the prospect does not answer me. How do we stop the automation if we change stag read more
0 upvote
3 Replies
Hall of Famer | Partner
July 06, 2022 07:31
Hi @TFOUILLADE , I'm not sure this setting is available in the view that you're currently looking at. You'll have to go into the workflow edit...read more
AFrater5 on July 06, 2022
Does anyone know how to only report on external meetings that reps are having? Our intergration with Outlook is showing both internal and external meetings and I can't see a way to disable the internal ones.
0 upvote
3 Replies
Hall of Famer | Partner
July 06, 2022 07:24
Hi @AFrater5 , This depends on what you have selected as primary data source for your report and which count (activities/contacts) you are dis...read more
PGannon on July 05, 2022
When I upload attachments to a contact or company, HS automatically files a note under that contact or company. If I delete the note, it deletes the attachment! I just don't want to see the note area cluttered with basically adminstrative housekeep read more
0 upvote
1 Reply
Hall of Famer | Partner
July 05, 2022 21:39
Hi @PGannon , I'm not aware of any specific settings for this, currently that's the default behavior and it seems like that can't be changed. ...read more
MonMac on July 03, 2022
I am looking for a way to assign the contact a state/region based on their IP address. Is it possible to set up a workflow to automatically assign this field based on the contact IP address? Some contacts have been automatically assigned th read more
0 upvote
1 Reply
Hall of Famer | Partner
July 03, 2022 21:25
Hi @MonMac , Yes, this could be achieved with a simple workflow like the one below: Let me know if you have any follow-up ques...read more
Ktribbian on July 01, 2022
Hii to Whoever is there! This is my first post here on the HS Community, so if I am posting in the incorrect forum, please guide me to the correct one, I am currently tasked with importing company excel data into HS. The data in the spreadsheets c read more
0 upvote
1 Reply
Contributor
July 02, 2022 10:55
Hello @Ktribbian , Yes, this is the right place to ask whatever questions you might have regarding hubspot. From what you've explained, I t...read more
LWong2 on July 01, 2022
Hi, I am trying to set up a cross-object report, using Company as the primary data source and Deal as the secondary. We have an "application number" in the Company that tracks the most recent application, and each related Deal record has it read more
0 upvote
1 Reply
Contributor
July 02, 2022 11:12
Hello @LWong2 , I haven't fully understood this. However, from what I understand, I can give the following suggestions: I assume the compan...read more
LButterfield on June 30, 2022
Hi Everyone, We are B2B and have a lot of repeat leads so our customers may make a purchase then go back to the website, fill in the form and put in a fresh enquiry. We count everything that comes in as an enquiry on the website or through live cha read more
0 upvote
2 Replies
Participant
July 04, 2022 00:11
Hi @MiaSrebrnjak , Thanks for tagging people in, I look forward to sseeing what advice or recommendations there are for this situation 😀
Solved
dmattauch on June 30, 2022
Hi, I was wondering if there was a way to see the association history. For example if a contact was associated with a company, i want to know -date -source of association (manual, API, etc..) I need it to troubleshoot some association read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
June 30, 2022 01:51
Hi @dmattauch , Yes, you can find the instructions here: https://knowledge.hubspot.com/crm-setup/associate-records#view-a-record-s-associatio...read more
Solved
EMunselle on June 29, 2022
Is there a way to automatically flag duplicate deals? Or a way to build a workflow based on a property being the same in multiple deals?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 29, 2022 13:53
Hi @EMunselle , HubSpot doesn't have any native features to identify duplicate deals. The best option is currently to pick a third-party solut...read more
Solved
psupport on June 28, 2022
I have a requirement to display target lines against our goals by specific picklist values. We have Startup, SMB, and Enterprise deal targets that we need to meet quarterly. Right now we denote the type of deal it is by a picklist value on read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 28, 2022 21:41
Hi @psupport , As far as I know, this is currently not possible. Other users have already asked for better configuration options for goals her...read more
KHonda on June 28, 2022
Is there a way to include your Calendly link as your meeting link? Whenever I try to add a meeting link it only allows me to set up a Hubspot meeting link even though I my Hubspot account is integrated with my Calendly account.
0 upvote
1 Reply
Hall of Famer | Partner
June 28, 2022 21:47
Hi @KHonda , Are you referring to the user interface options where HubSpot lets you add a meeting link to emails, for example? As far as I kno...read more
Solved
BSheehy on June 28, 2022
I have a workflow with an Enrollement trigger on the Contact that sends specific emails to the enrolled Contacts after 1, 14, 30 and 60 days. If the Contact fails the Enrollement trigger at a later stage in the workflow after they have been init read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
June 28, 2022 03:00
Hi @BSheehy , You can specify this behavior in the Settings tab of the workflow: Hope this helps!
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